Zola Suite Software

4.66 / 5 (86)

Our advisors have recommended this product 21 times in the last 30 days

About Zola Suite


Zola Suite is a cloud-based legal practice management solution for single users as well as small and midsize law firms. Key features include task management, built-in email, document management, client portals, a calendar, contact management, automation and reporting and analytics.

The Zola Suite dashboard enables users to manage and track legal cases from a single place and provide all the elements including activity log, upcoming events, emails and calendar.

Zola Suite is able to integrate with users’ existing email accounts and automatically detect inbound emails from case-related contacts. Users can convert emails into tasks for their to-do list. The document management feature allows users to manage and store documents, control versions, comment on documents, email and tag files. It also provides a client portal for customers to collaborate, share documents and access billing information.

Zola Suite can be accessed via any device and native mobile applications are available for iOS and Android. The mobile application is capable of scanning documents and business cards. The platform integrates with LawPay, Quickbooks, RPost, Dropbox, Box, Drive, OneDrive, Microsoft Word and Outlook and Ricoh.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

86 Reviews of Zola Suite

Average User Ratings

Overall

4.66 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(64)

4 stars

(17)

3 stars

(3)

2 stars

(2)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 86 reviews

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August 2016

Antonio from Valiente Law, P.A.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2016

Great product which keeps getting better & customer service can't be beat

Zola Suite is an excellent product which delivers in every advertised aspect. You get exactly what they tell you you will get. And if you're unsure, you get a free trial of the product for 1 month to decide for yourself. In the 6+ months I've used Zola Suite I am continuously impressed by the features the product contains (and the list grows on a weekly basis by way of updates that happen in the background). When I began using Zola Suite there were lots of features that weren't necessary for me as a solo-practitioner who just started his own firm. However, now that I have a secretary and two paralegals, I see how helpful & useful all the functions are that several months ago I did not even see a need for. Zola is an excellent company, run by people with a true passion for the work they do and the product they are selling. The couple times I have had issues that necessitated my calling customer support, someone was always on the other end of the line right away, they addressed my concerns & if they couldn't, they assured me whatever issue would be brought up to the developers to come up with a fix ASAP. And in the few occasions I had an issue they couldn't immediately remedy, they lived to their promise that it was fixed within a couple days. The reason I so wholeheartedly endorse this product is because I spent a lot of time researching the best case/firm management software for my firm today as well as my firm as I see it 1, 5, and 10 years down the road. I demo'ed all the other options as I did Zola and in the end even though Zola wasn't the most feature packed, or didn't have the most 3rd party integration as some of the others had at that time, I knew from speaking to them that everything I needed would be coming, and when it came, it would be delivered in a better, easier to use, more seamless package than any of their competitors. And after close to 9 months with Zola, everything I was promised has been delivered and then some. If I could invest my own money into this company I would do so in a heartbeat.

Pros

Great user interface. Reliable. Excellent customer service. Consistent updates making the product even better & adding new features (without charging you more for them).

Cons

Not every feature you want may be available today.

November 2017

Michael from Justice Unlocked, Inc.

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2017

Great now, but with room to grow even greater.

Pros

The website and app are easy to use, responsive and have a fairly logical layout. It's easy to search and find information, and data input is relatively simple. Our office doesn't use Zola as an all-in-one solution, but for the parts we use daily (which is still most of the features), we're very happy with the state of the software.

Customer service has been incredibly responsive, and you really get the feel that they are willing to invest the time in problem solving. I also really feel like my input has been taken into account as product updates roll out.

The mobile app has improved by leaps and bounds. It is in an excellent place, and very usable.

Cons

There are still a few bugs and features to fill in gaps as the software matures further, but nothing that prevents functionality. I've been with Zola for about 18 months; what would have been my biggest cons 6 months ago have since been addressed.

The email interface requires the most work, but it too is nonetheless in a good state. Tagging emails to cases could be a little easier, and moving emails to different folders could be more responsive and update more quickly.

I'd also quibble about needing to use multiple tabs to get full functionality out of the software (at minimum, Dashboard, Email, and Calendar all need to be semi-permanently open because it's not easy to switch between them otherwise); That's not a huge deal, just a minor annoyance.

Last thing, and this is very minor: I'd love to see a style update through the whole website. It's not cluttered, which is great, but I don't feel like it has a very modern look.

August 2017

Joe from Breshears Law Firm

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

August 2017

Finally ... a forward-thinking, cutting edge solution combining full functionality and ease of use.

Pros

The email integration is a revelation. Not only does it allow me to organize all email by matter, the automatic timer that creates a time entry for every email pays for the subscription by itself. Document management and automation are both outstanding in Zola. The user interface is outstanding. Every screen is logically laid out, packed with all the information I want to see at a glance, and visually appealing (don't underestimate the value there - if it's irritating to look at, you won't want to use it). The integrated accounting solution is excellent, including the ability to write checks directly from Zola. Everything about Zola suggests that this solution combines the ability to cover all of the usual practice management bases (calendar, tasks, time entry, etc) with the vision to develop and incorporate new, innovative features that will set new industry standards and to rethink how the ordinary can be done more efficiently. The option of creating a custom-branded app for your practice is just one example of what sets Zola apart. Another is the email integration with R-Post, providing the ability to send encrypted, registered email that provides proof of delivery and receipt. Litigators will love that capability. I've tried all the industry leaders, and I have finally found a long-term solution.

Cons

The process of sending an invoice could be streamlined, enabling the entire creation and delivery of the invoice from one screen (it requires a trip to the accounting tab to finish), and a send button would be nice, rather than the small share icon. Still, once you learn it, the process works as is. The client portal is new and fairly basic (with the exception of the optional smart phone app), enabling only limited document sharing, and lacks the private messaging and other functions I have found in other providers. But I think it is only a matter of time before Zola fully develops this secure communication tool. Email integration has been a bit buggy, but so far tech support has resolved any issues that cropped up.

June 2016

S from Logik Legal LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2016

A case management system that truly works for solos.

Zola Suites is a comprehensive case management program that is constantly improving. Its affordable, easily accessible, loaded with guides and tutorials to help us slow and technologically challenged lawyers, and the customer service is top notch. As a solo practitioner it has been difficult to find a case management software company that truly cares about your practice and that is truly there to help you along the way. Zola does that to ensure you are getting the most out of its software to improve the efficiency and productivity of your practice. Your questions and concerns are immediately responded to and resolved, in a professional, nice and friendly manner. And Zola is constantly improving upon its features to grow with your practice and the legal industry. Though there are tons of legal case management programs on the market, Zola after only a little over a year since its inception, is one of the best.

Pros

The task template which allows me to create specific templates based upon my practice and how I work versus a generic input system.

Cons

I would like to see the task template updated to automatically populate a time schedule based upon the user's creation, in which of course the user should be able to revise it as needed for each entry. I would also like to see more customized billing. The current invoices are too generic. Lastly, document assembly and a document automation component is something Zola should consider as well.

Response from Zola Suite of

Replied June 2016

Thanks for the review! Invoices can be customized to add as much (or as little) detail as you would like. Our support team will contact you to help you reconfigure your current template until you are 100% satisfied. Document assembly and automation features are in development and will be rolled out later this summer. Stay tuned, you won¿t be disappointed. We are also working on updating our task templates to add more features and will reach out to you to get your input.

March 2019

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2019

A must have for every modern law office

Pros

All the features Zola has to offer far exceed my expectations. The fact that you can tie every aspect of your law office in one central location makes everything so much easy in day to day operations. Document storage, data base, billing, expense tracking, template creation and usage, email. Everything you need in one location at the touch of a button

Cons

Emailing has limits in that there is no delivery/read receipt. In this day of electronic filing and communication, these features are very important to a law office. The app has a significant amount of limits that make its use a bit frustrating for our attorneys as they can't utilize all the billing codes properly for our firm.

Response from Zola Suite of

Replied March 2019

Thank you for your review! We're committed to your firm's success and we're so happy to hear that we've exceeded your expectations. We do offer advanced proof of (email) delivery via an exclusive integration with RMail. We'd be happy to walk you through the process of sending one of these messages. As with the other features in Zola Suite, it's designed with the user in mind and you can do it all right through your dashboard ¿ no third party logins required! We'd love to learn a bit more about the issues you've encountered with billing codes. Our main goal is to help you run a more efficient practice, so please contact us at your earliest convenience.

December 2017

James from James McMahon, Attorney & Counselor at Law

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2017

A comprehensive system that meets all of my practice management needs

Pros

The RPost (e-mail encryption and e-signatures) and LawPay integrations, along with all of Zola Suite's inherent features (case management, custom forms, document automation, document management, excellent time tracking, client portal, business and trust accounting, etc.) provide a seamless and paperless process from client intake and e-signature of the engagement letter to getting the work done to billing and receipt of payment. And, I don't have to worry about learning how to use another piece of software to manage my firm's books and trust account. The iOS app is fantastic and allows me to practice from any location where internet or cellular service is available. The system is easy to use and quite intuitive. Zola's knowledge base website and tutorial videos fill in any gaps on learning a few of the features that are less intuitive. Customer service has been very responsive on the two occasions I have contacted them. Overall, the more that I use Zola Suite, the more convinced I become about the wisdom of going with them for my law practice management system.

Cons

At one point, the e-mail integration was a bit buggy, and the merging of data from custom form fields for the document automation feature did not work as advertised on the training video. Fortunately, both of those issues have been resolved and have worked well since then.

January 2018

Andrew from L&S Counselors

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

Practice management that understands that this is a business I'm running

Pros

The two big things that Zola gets right are the accounting component and work flow for billing.
Before trying Zola, I tried manual spreadsheets, FreshBooks, Harvest, CaseOne, Clio, Xero, ebility, and probably some others. None of them got out of the way and let me run a business like Zola does. Yes, they assume that I have a dedicated office manager, but even when I do, why would I want to do that to them?
Clio is close, because it understands the way that legal cases files flow, and if Clio were starting now, I think they would handle matters and clients like Zola Suite does. The alternatives I spend the most time with, Clio and Xero, are married to their cloud integration such that it seems that they can't add really obvious features because they would cannibalize (aka "Sherlock") their partners.
Zola is a better platform because other sites that relay on integrations to other apps mean they have one-way sync and one-way is stupid for billing because I need it to be in one place not two.

Cons

There are some user interface things that I think will improve in the coming year. (For example, I don't use Zola for email, the fact that it is front and center doesn't help me, but that is not something I have to work around.) They publish their roadmap so I know that the platform is going to develop.

February 2018

Ramey from The Ko Law Firm, PLLC

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2018

Overall, very pleased with the software, generally easy to use, really enjoy working with the compan

Handles most of the tasks of law firm administration and management with ease. Really makes life and running a law office simpler, particularly for a solo or small firm with little to no staff.

Pros

The responsiveness of tech support and customer service to not only troubleshooting problems, but suggested features and improvements, is absolutely top notch. That alone is enough to really recommend Zola.

Cons

Sometimes, the workflow can be a bit awkward, as some features are less intuitive or require more steps. Links that you would expect to be there are sometimes missing (for example, there is no way to click on the Matter on the Task item to go to the Matter page). For the most part, though, these things are often fixed in updates, and the usability continues to be refined so that clunkier parts of the site get better over time.

November 2017

Kelly from Red Hill Law Group

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2017

I have used almost every legal software available. Zola is by far the most user friendly!

Time keeping is the biggest!

Pros

Zola customer service is prompt and very helpful. The software is user friendly and easy to navigate through. Time keeping and invoicing is very simple. We used to miss a lot of billable time not logging all emails, but with Zola once you open your email and select a matter the timer begins and is added to your matter time sheet when you click send! Zola seems to be updating their software often and offers new helpful features.

Cons

Caseway can use some work. Our clients find it difficult to set up their Caseway accounts. But it is constantly being improved with updates. The other, (although a minor issue) it would be nice to open attachments to view before downloading or saving to Zola docs.

May 2019

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

ZolaSuite

I did a trial run of Clio, PracticePanther and ZolaSuite. In the end, I liked Zola's platform the most. The solo I am joining is also a ZolaCreative client, so we were comfortable with them already. The benefits for me as someone who plans to start out a general or multi-practice lawyer, I have a solution that can accommodate a wide range of practice areas.

Pros

The customization. I recently passed the bar exam and I am joining a solo practitioner who has been an attorney for 35 years. His law practice management software is only suitable for his litigation practice area. So if I wanted to do a real estate closing or estate planning the software doesn't have the capacity to handle that.

So I began the search for my own solution. I am going to start out as a general practitioner. I like the fact that for each area of law I can load in custom screens for the data I need.

Document versioning along with zDrive is another great feature.

Cons

I haven't come across any true cons yet. I have had trouble syncing my email on my own (but I think that is because I went through a domain switch after initially syncing my email). But I am going to reach out to support soon, which I am sure will quickly take care of it.

April 2017

Ashley from George R. Tilschner Law Firm, P.C.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use